Edit the Project Document

Once you generate a project document, you can edit the document as needed before you send it via email to selected contacts.

Generated documents will automatically display if you selected the Open Created Document in Word check box on the PM Create Document From Template form. Make any changes to the document using MS Word and save.

Using the Attach document to parent option

Follow the steps below if you selected the Attach document to parent option on the PM Create Document From Template form when generating the project document but you didn't check the Open Created Document in Word box.

  1. If you selected the Attach document to parent option on the PM Create Document From Template form when generating the document, follow the steps below:
    1. Click on the icon in the toolbar at the top of the form. If the icon does not appear, click the Refresh icon in the toolbar to refresh the form.
      The Attachment Form displays.
    2. Double click on the generated project document
      The document opens in MS Word.
    3. Edit the document as needed.
    4. Click Save.
      Important: It is important that you do not change the path of the file when saving the document. Therefore, use the Save option rather than the Save As option.
    5. A message displays indicating the document was updatd and asking if you wnt to save changes in Vista. Click Yes to update.
    6. Close the document.
  2. If you selected the Save generated document option in PM Create Document From Template when generating the project document, but didn't select the Open Created Document in Word check box, follow the steps below:
    1. Open the generated document on your workstation.
    2. Edit the document.
    3. Save the document.